Case Study: IRA Missteps to Avoid

Original Air Date: October 5, 2024

Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.

https://www.henssler.com/avoiding-costly-mistakes-managing-an-ira-post-separation/